Coastal Bridge Advisors’s Welltower WELL Stock Holding History

Coastal Bridge Advisors’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$583K	Sell	2,947 -6,644	-69%	-$1.31M	0.04%	293
2025 Q4	$1.78M	Sell	9,591 -388	-4%	-$72.5K	0.13%	164
2025 Q3	$1.78M	Sell	9,979 -31	-0.3%	-$5.09K	0.13%	159
2025 Q2	$1.54M	Sell	10,010 -1,203	-11%	-$180K	0.13%	162
2025 Q1	$1.72M	Buy	+11,213	New	+$1.6M	0.42%	59
2020 Q3	–	Sell	-3,934	Closed	-$204K	–	154
2020 Q2	$204K	Buy	+3,934	New	+$193K	0.07%	121

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Coastal Bridge Advisors's WELL Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Welltower (WELL) stake by 69% in Q1 2026, selling an estimated $1.31M and leaving 2,947 shares worth $583K. The position accounts for 0.04% of the portfolio, ranked #293.

Coastal Bridge Advisors first reported a position in WELL in Q2 2020 and has held it in 6 quarters since. The position peaked at $1.78M in Q4 2025. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Coastal Bridge Advisors held 2,947 shares of Welltower worth $583K as of Q1 2026.
Coastal Bridge Advisors sold 6,644 Welltower shares in Q1 2026, an estimated $1.31M.
Welltower made up 0.04% of Coastal Bridge Advisors's portfolio in Q1 2026, its #293 holding.
Coastal Bridge Advisors first reported a position in Welltower in Q2 2020 and has held it in 6 quarters since.
Coastal Bridge Advisors's Welltower position peaked at $1.78M in Q4 2025.
1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.